Jeff Berman on Muck Rack

Jeff Berman

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Centereach, Levittown, New York
As seen in: Sports Video Group (SVG), Wealth Solutions Report, Apple Podcasts, LinkedIn, Variety, Quartz, Slate, Vox, Albany Business Review, Austin Business Journal, Baltimore Business Journal, Boston Business Journal and

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Articles

Beacon Pointe Study Examines Women’s Financial Confidence

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By Jeff Berman Verified
| Wealth Solutions Report
Financial confidence is closely tied to active participation by women in financial decision-making, according to the findings of “HerWorth,” a national study of 10,012 female investors released on Wednesday by female-founded RIA Beacon Pointe Advisors. The study suggests the greatest opportunity is not just preparing women to inherit wealth, but helping them build the confidence to lead financial decisions, according to the firm.
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Hightower Signature Wealth Adds $5 Billion By Buying 3 Affiliated Advisor Firms

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By Jeff Berman Verified
| Wealth Solutions Report
Chicago-based RIA Hightower on Tuesday announced it acquired three advisor firms already affiliated with it and added them to Hightower Signature Wealth (HTSW), the firm’s national direct-to-consumer advisory practice.
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Amplify Launches Integrated Custody Solutions For RIAs With Goldman Sachs

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By Jeff Berman Verified
| Wealth Solutions Report
Amplify Platformon Wednesday announced the launch of Custody Command Layer, a platform solution for independent RIA firms, enterprises and platforms that is integrated with Goldman Sachs Custody Solutions (GSCS). The Amplify and GSCS platforms are designed for large independent RIAs to scale their practices and serve clients, while retaining their brand identities and independence, Amplify said.
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